Robert Kania (CRD# 2111120) is an Investment Advisor Representative working at Moore Financial Advisors, Ltd. in Belmont, MA and has over 33 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moore Financial Advisors, Ltd. | Duxbury, MA | Feb 2024 - Current | < 1 |
| Moore Financial Advisors, Ltd. | Duxbury, MA | Jul 2019 - Feb 2024 | 4 |
| Laurentide Advisory, LLC | Duxbury, MA | Jun 2015 - Jul 2019 | 4 |
| Serapis Capital, LLC | Duxbury, MA | Jan 2015 - Dec 2017 | 2 |
| Unemployed | Duxbury, MA | Aug 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
- MA
- RI
-
Total Assets Under Management101MILLIONS
-
Total Number of Accounts450ACCOUNTS
-
Average Account Value$223,696
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, RI
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